Compliance Guide

Security Requirements in Software NDAs

How to incorporate SOC 2, ISO 27001, GDPR, HIPAA, and PCI-DSS requirements into your software development NDAs for comprehensive protection.

Why Security Standards Matter in NDAs

A confidentiality agreement is only as strong as the security practices that protect the information. By incorporating specific security standards into your NDA, you create legally enforceable obligations that go beyond simple "keep it secret" language. This is especially critical when sharing source code, credentials, or customer data.

The right security requirements depend on your industry, the type of data being shared, and your counterparty's capabilities. Below, we break down the major security frameworks and how to reference them in your NDAs.

Which Standards Apply to Your Situation?

Financial Services / Banks

If you're working with banks, insurance companies, or financial institutions

SOC 2 Required ISO 27001 Often

Healthcare / Medical Data

If you're handling protected health information (PHI) for US healthcare entities

HIPAA Required SOC 2 Common

Payment Processing

If you're handling credit card numbers or payment credentials

PCI-DSS Required

EU Data / European Users

If you're handling personal data of EU/EEA residents

GDPR Required ISO 27001 Helpful

SaaS / Enterprise Software

General enterprise software development without specific regulated data

SOC 2 Standard ISO 27001 Optional

SOC 2 Type II

Service Organization Control

When to Require

  • Sharing with any enterprise SaaS vendor
  • Contractors with ongoing system access
  • Third parties handling customer data
  • Cloud infrastructure providers

Key NDA Provisions

  • Maintain SOC 2 Type II certification
  • Provide annual audit reports upon request
  • Notify of any audit findings that affect security
  • Implement all five Trust Service Criteria
Receiving Party represents that it maintains SOC 2 Type II certification and shall provide its most recent audit report within 5 business days of request. Any material findings affecting security controls shall be reported within 24 hours.

ISO 27001

Information Security Management

When to Require

  • International or global partnerships
  • Enterprise vendors outside the US
  • Organizations in regulated industries
  • Large-scale data processing operations

Key NDA Provisions

  • Maintain ISO 27001 certification from accredited body
  • Apply ISMS controls to all Confidential Information
  • Conduct annual internal audits
  • Document and remediate non-conformities
Receiving Party shall maintain ISO/IEC 27001 certification from an accredited certification body. All Confidential Information shall be handled in accordance with Receiving Party's certified Information Security Management System (ISMS).

GDPR

General Data Protection Regulation

When to Require

  • Processing personal data of EU/EEA residents
  • Any subprocessor accessing EU personal data
  • Cross-border data transfers from EU
  • Joint controller arrangements

Key NDA Provisions

  • Process data only as instructed by controller
  • Implement appropriate technical measures
  • Assist with data subject rights requests
  • Delete or return data upon termination
Receiving Party shall process Personal Data only in accordance with GDPR Article 28 and the attached Data Processing Addendum. Standard Contractual Clauses shall apply to any transfer of Personal Data outside the EEA.

HIPAA

Health Insurance Portability & Accountability

When to Require

  • Healthcare providers sharing patient data
  • Health tech vendors accessing PHI
  • Insurance claims processors
  • Any business associate handling PHI

Key NDA Provisions

  • Execute a Business Associate Agreement (BAA)
  • Implement administrative, physical, and technical safeguards
  • Report breaches within 60 days
  • Ensure subcontractor compliance
This Agreement incorporates the attached Business Associate Agreement. Receiving Party shall comply with HIPAA Security Rule (45 CFR Part 164) and shall report any Breach of Unsecured PHI within 24 hours of discovery.

PCI-DSS

Payment Card Industry Data Security

When to Require

  • Any access to cardholder data
  • Payment processing integrations
  • E-commerce platform development
  • Point-of-sale system access

Key NDA Provisions

  • Maintain PCI-DSS compliance at appropriate level
  • Provide Attestation of Compliance (AOC)
  • Never store CVV, PIN, or magnetic stripe data
  • Use encryption for all cardholder data
Receiving Party shall maintain PCI-DSS Level 1 compliance and provide current Attestation of Compliance upon request. Under no circumstances shall Receiving Party store CVV/CVC codes, PIN blocks, or full magnetic stripe data.

Standards Comparison Matrix

Requirement SOC 2 ISO 27001 GDPR HIPAA PCI-DSS
Third-Party Audit Required
Encryption at Rest Required
Breach Notification Timeline Varies 72 hours 72 hours 60 days Immediate
Data Deletion Requirements
Access Logging Required
Subcontractor Requirements
Penalties for Non-Compliance Contractual Contractual Up to 4% revenue Up to $1.5M/year $5K-$100K/month

= Required | = Recommended but not mandated | Empty = Not applicable

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